49 results found

1. "Give Us Feedback" tool / "Report a problem": separate e-mail addresses

   We have been waiting for this enhancement for a long time:

   Give Us Feedback Tool (NERS "Report a problem for records in Primo") / Primo May 2022 release:
   https://knowledge.exlibrisgroup.com/Primo/Release_Notes/Primo/2022/001Primo_2022_Release_Notes

   Since full-text links in Primo are displayed in different places and come from different sources (Alma "View it" section, CDI - "Link in record", Primo Link section), the "Report a Broken Link" option is of course difficult to implement. The "Report a Broken Link" feature as it was available in SFX (an option directly at each full-text link) would of course be more intuitive for the users, but unfortunately it is not implementable that way in Primo.

   The e-mail that is sent now contains "only" the link of the current Primo search or full display page and everything else (e.g. which link does not work) must be specified by the users in the "Description" field.

   Since the Feedback tool is not displayed directly with the links, the tool can also be used for other feedback options, such as the predefined "Report a Search Issue" and two other options.
   This is nice, but unfortunately the implementation here is not optimal.

   Only one feedback e-mail address can be defined. But different problems are handled by different departments, e.g.:
   Broken links --> e-resources department.
   Search Problems --> Helpdesk team
   etc.

   It would be fine to be able to define separate e-mail addresses for each option. This should be easy to implement with the new mapping table "Report a Problem".

   Thank you in advance!

   We have been waiting for this enhancement for a long time:

   Give Us Feedback Tool (NERS "Report a problem for records in Primo") / Primo May 2022 release:
   https://knowledge.exlibrisgroup.com/Primo/Release_Notes/Primo/2022/001Primo_2022_Release_Notes

   Since full-text links in Primo are displayed in different places and come from different sources (Alma "View it" section, CDI - "Link in record", Primo Link section), the "Report a Broken Link" option is of course difficult to implement. The "Report a Broken Link" feature as it was available in SFX (an option directly at each full-text link) would of course be more intuitive for the users, but unfortunately it is… more

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   Completed  ·  AdminYael (yael.shahar@clarivate.com, Ex Libris) responded

   This is to update that in November we've added the option to set different email address per category.

   
   

   Best regards,

   Yael.

2. Add 'Search in full text' toggle parameter to the URL so that it is retained

   Ex Libris introduced a new 'Search in full text' toggle in the Primo May 2022 Release, with the option for a site to set a default while also empowering users with the autonomy to change the setting to meet their needs.
   This was an excellent range of configuration options for both sites and users, but unfortunately there is a significant flaw.
   If a user does choose to change this setting from the default, and then uses other Primo features such as sharing the search with colleagues by QR Code link, or saving the search for their own re-use by setting a Save Search Alert, or if they need to communicate an issue with their library via the Report a Problem tool, then this key information is not included. The user's current search is also disrupted to lose this choice, if the user needs to refresh the browser for some reason, which is quite common for factors such as needing to clear cache for link navigation.
   This lack of URL element is in stark contrast to the existing expanded search toggle to include results not available in full text, which adds &pcAvailability=true / false to the URL, and has none of the UI problems detailed above.
   From a user perspective, it is completely hidden that this particular choice is not retained, and there is no indication or explanation why one expansion setting is saved but not the other.
   When this was raised, Ex Libris has responded that: "After discussions with product management, they have clarified that not having the URL parameter is intentional and by their design. They have stated the following: When the Primo FE UI page is refreshed, the option will go back to the default. This is because the parameter is not part of the URL, because changing it is costly and more risky."
   It is unfortunate that the price of saving development time is negative impact on the usefulness and consistent behaviour of a new feature for users, with basic usability factors not considered before rolling out a feature, and leading to this idea exchange submission.

   Ex Libris introduced a new 'Search in full text' toggle in the Primo May 2022 Release, with the option for a site to set a default while also empowering users with the autonomy to change the setting to meet their needs.
   This was an excellent range of configuration options for both sites and users, but unfortunately there is a significant flaw.
   If a user does choose to change this setting from the default, and then uses other Primo features such as sharing the search with colleagues by QR Code link, or saving the search for their own re-use by setting… more

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   Completed  ·  AdminYael (yael.shahar@clarivate.com, Ex Libris) responded

   This was done in February 2023 release.

   
   

   Best regards,

   Yael.

3. Make persistent search history a user customizable option

   Would like to have this option be at the user level instead of the system level: https://knowledge.exlibrisgroup.com/Primo/Knowledge_Articles/How_to_disable_the_option_to_save_authenticated_user's_search_history

   I realize users can delete individual searches at anytime, but if they don't want any searches saved there is no way for them to do this. Since this can't be controlled at the individual user level, for privacy concerns we have to disable it at the system level and therefore users who might not have privacy concerns do not get to benefit from the feature.

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   Completed  ·  AdminYael (yael.shahar@clarivate.com, Ex Libris) responded

   This feature is now available in the August 2022 release

4. Limit autocomplete-suggestions from PCI/CDI to activated sources

   In Primo you can activate autocomplete to get suggestions for search-queries based on what the end-user begins to type in the search-box.

   We have tested the functionality and see that it could be useful for the end user to get these suggestions. However we see that the suggestions from the central index in some cases are a little strange and that you get suggestions from the entire index and not only the sources the institution has activated. This means that the end-user could get suggestions that gives 0 results.

   If you get a suggestion that leads to nothing you will think that it was a bad suggestions and maybe not use the feature again. That reflects badly on the reputation of the system and institution.

   We would like that this functionality is changed so that the users only gets suggestions from sources that are activated for search.

   This to prevent that the get suggestions that leads to 0 results.

   In Primo you can activate autocomplete to get suggestions for search-queries based on what the end-user begins to type in the search-box.

   We have tested the functionality and see that it could be useful for the end user to get these suggestions. However we see that the suggestions from the central index in some cases are a little strange and that you get suggestions from the entire index and not only the sources the institution has activated. This means that the end-user could get suggestions that gives 0 results.

   If you get a suggestion that leads to nothing you will… more

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   Completed  ·  AdminAmy Pemble (Admin, Ex Libris) responded

   This feature was released in November 2023. For configuration details please see https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Discovery_Customer_Settings#Setting_Discovery_Customer_Parameters

5. Warn user to sign in when saving to favorites

   Primo (new UI) does not alert the user to sign in in order to save favorites. I suggest that when a user who has not logged in clicks the pushpin icon to save an item to Favorites, a modal appear to let them know they must sign in to save favorites, and give them an opportunity to do so.

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   Completed  ·  AdminYael (yael.shahar@clarivate.com, Ex Libris) responded

   Hi,

   This was done and released in November 2022 release.

   
   

   Best regards,

   Yael.

6. Collection Discovery: search in all sub-collections

   We would like to allow the user to use the Collection Discovery interface also for discovery. Currently, it is only possible to search at the collection level. It is important to enabling a search across all levels of all collections as the user cannot know in which collection/sub-collections to search for needed items.
   Following are a couple of user stories:
   * We have various collections of photos. We would like to allow the user to search across the various collections and sub-collections for the pictures of the Knossos temple. We have relevant photos in two different sub-collections.
   * We would like to allow the user to search across the various collections and sub-collections for the pictures of the Kabara Swamps. We have photos in various sub-collections that are 3 folder levels down from the Collection Discovery Home Page.

   We would like to allow the user to use the Collection Discovery interface also for discovery. Currently, it is only possible to search at the collection level. It is important to enabling a search across all levels of all collections as the user cannot know in which collection/sub-collections to search for needed items.
   Following are a couple of user stories:
   * We have various collections of photos. We would like to allow the user to search across the various collections and sub-collections for the pictures of the Knossos temple. We have relevant photos in two different sub-collections.
   * We would… more

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   Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

   We are not providing users option to search across All Collections from the Collection Lobby and also users are being prompt to expand search to all collections from a specific Collection page.

7. My Favorites: while pinning item, allow user to choose label

   When a user pins an item to My Favorites from the search results or detail view, the item goes to My Favorites without a label. Users would like to choose the label at the time they pin it.

   Otherwise, they have to pin things, then go into My Favorites and go through all the things they just pinned a second time. By this time the user may not recall the specific reason they pinned it. We would like My Favorites to work similar to Pinterest and other similar tools, where the user can assign a tag/label as they are pinning, which is when they know why they want to save the item for later. If they can't do it while they are pinning, they will have to perform additional actions later to assign labels, and try to recall why they pinned the item at the earlier time.

   USE CASE: A user is reviewing a result list. They want to pin items that they want to use now for part 1 of a paper, and pin items that they want to use later for part 2 of a paper, which is due later in the semester. The user pins items while reviewing the result list, but cannot assign labels at that time. After pinning items from the result list, they have to go to My Favorites and add labels for items they already decided they want, and have to then remember whether they wanted them for Part 1 of their paper or Part 2.

   When a user pins an item to My Favorites from the search results or detail view, the item goes to My Favorites without a label. Users would like to choose the label at the time they pin it.

   Otherwise, they have to pin things, then go into My Favorites and go through all the things they just pinned a second time. By this time the user may not recall the specific reason they pinned it. We would like My Favorites to work similar to Pinterest and other similar tools, where the user can assign a tag/label as they are pinning,… more

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   Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

   Thank you for this suggestion. With the Primo & Primo VE November 2019 release , signed in user can add & label bulk of items to My Favorites.
   Read more in release notes
   https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/0972019/002Primo_VE_2019_Release_Notes

8. Include the 776 field in ISBN matching when deduping books

   Deduping of books would be improved if the deduping algorithm included the 776 field in ISBN matching. Currently, the algorithm only checks the 020 field for ISBN. In many cases, an electronic version of a book has the print ISBN in the 776 field, which would allow for a match of the electronic 776 to the print 020. The February VE release included an improvement that allowed the 776 field to be used when matching journal ISSNs, but it is still not being used when matching book ISBNs.

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   Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

   This is already supported - was added in Primo VE May release notes 

9. Add "Back to results list" when a document has several editions

   We would like to propose an improvement to the search results for end-users in Primo. Our suggestion is to have an easier way to get back to the search results list if a document has several editions.
   Currently, if a user opens a document that has several editions/versions, they have to reset their active search filters (“List of editions/versions”) in order to go back their original search results list. Our suggestion is to have a button that says “Back to results list” instead.

   In addition, we propose that when returning to the results list, the user returns to the same place, and not at the top of the list. Today the user returns to the top of the results list when exiting the multiple record list.

   We would like to propose an improvement to the search results for end-users in Primo. Our suggestion is to have an easier way to get back to the search results list if a document has several editions.
   Currently, if a user opens a document that has several editions/versions, they have to reset their active search filters (“List of editions/versions”) in order to go back their original search results list. Our suggestion is to have a button that says “Back to results list” instead.

   In addition, we propose that when returning to the results list, the user returns to the same… more

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   Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

   Thank you for this idea. Navigation has been improved on the List of Versions page by adding a Back to Results Lists link . This is available in VE July 2021 release and in Primo August 2021 .

10. Request to add citation style GB/T 7714 for China customers

    Citation style GB/T 7714 is the most popular citation style in China academies.

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    Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

    Primo now supports Citation Style Language (CSL).
    You can now manage and include additional citation style languages, which are stored in GitHub’s CSL Style Repository

11. Separate the Audiovisual facet for Primo Central Index (PCI) into video and audio

    Users doing targeted searches incorporating facets to find specific types of resources on specific topics want to be able to do just that - target. Our users tell us that their searches are made more difficult by having to sift through a long list of irrelevant format results, including Video when they just want Audio, and Audio when they want only Video. This is even more frustrating for users when they can see by the display type that the list could so easily have been made shorter.

    Remote PCI resources under the Resource Type of facets:rsrctype of media and Prefilter of facets:prefilter of audio_video already have granularity of data in the PNX to separate these into video and audio by display:type, display:rsrctype, display:recordtype, and addata:ristype of video or sound.

    This data should be used to separate the current combined resource type and prefilter facet into separate entities.

    Users doing targeted searches incorporating facets to find specific types of resources on specific topics want to be able to do just that - target. Our users tell us that their searches are made more difficult by having to sift through a long list of irrelevant format results, including Video when they just want Audio, and Audio when they want only Video. This is even more frustrating for users when they can see by the display type that the list could so easily have been made shorter.

    Remote PCI resources under the Resource Type of facets:rsrctype of media and Prefilter… more

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    Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

    With CDI you will be able to have separate Audio Visual values in the Resource Types facet . Learn more on Resource Types in CDI in https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/010Managing_Collections_and_Their_Content_for_Discovery/040Resource_Types_in_CDI

12. Summary Holdings Display>Primo VE

    Summary Holdings Display>Primo VE
    We would like our summary holdings to display one "click/screen" earlier than they do now.

    For example,

    https://col-hope.primo.exlibrisgroup.com/discovery/fulldisplay?docid=alma991001380029704767&context=L&vid=01COL_HOPE:HOPE&search_scope=MyInst_and_CI&tab=Everything&lang=en

    Users first have to click on the little arrow on the right of a holdings location before viewing the summary holdings statement.

    We would like the summary holdings to display as a third line under the initial location data.

    How it displays now:
    Van Wylen Library
    Available, Bound Journals Section 3rd Floor ; HF5601 .N53

    How we want it to display
    Van Wylen Library
    Available, Bound Journals Section 3rd Floor ; HF5601 .N53
    Summary holdings: v.45:no.12(1975:Dec.)-v.55:no.12(1985:Dec.)

    We have seen Primo UI libraries able to make this change; we desire the same functionality in Primo VE.

    Thank you

    Summary Holdings Display>Primo VE
    We would like our summary holdings to display one "click/screen" earlier than they do now.

    For example,

    https://col-hope.primo.exlibrisgroup.com/discovery/fulldisplay?docid=alma991001380029704767&context=L&vid=01COL_HOPE:HOPE&search_scope=MyInst_and_CI&tab=Everything&lang=en

    Users first have to click on the little arrow on the right of a holdings location before viewing the summary holdings statement.

    We would like the summary holdings to display as a third line under the initial location data.

    How it displays now:
    Van Wylen Library
    Available, Bound Journals Section 3rd Floor ; HF5601 .N53

    How we want it to display
    Van Wylen Library
    Available, Bound Journals Section 3rd Floor ; HF5601 .N53
    Summary holdings: v.45:no.12(1975:Dec.)-v.55:no.12(1985:Dec.)

    We have… more

    412 votes

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    Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

    Thank you for this idea. This is now available in Primo VE , for details how to enable it https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/2021/010Primo_VE_2021_Release_Notes

13. Export search results to Excel (or delimited file)

    When a user gets several hundred search results, they would like to be able to download a list of the entire search results. This is a feature that faculty routinely use. They may then have a faculty assistant check out some of the books.

    There is no way in Primo to capture an entire set of search results and do anything with it, such as export.

    The ability to export a set of search results was a feature in the Aleph OPAC. There is no feature parity in Primo. Users have already noted the lack of this feature.

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    Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

    Thank you for your suggestion. you can find in both Primo and Primo VE August release notes more information on the new available action – Export to Excel or CSV File

14. Update default Chicago/Turabian citation style in Primo to current 17th ed.

    Chicago/Turabian citation style 17th ed. was released in 2017, but only the 16th ed. is available as a citation style. This is one of the most common citation styles in use, and Primo should offer the current version as a default option.

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    Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

    Primo now supports Citation Style Language (CSL).
    You can now manage and include additional citation style languages, which are stored in GitHub’s CSL Style Repository

15. Ability to load citation styles written in Citation Style Language

    Three of the most popular reference managers (Zotero, Mendeley, Papers) accept new citation styles written in Citation Style Language (http://citationstyles.org/developers/) without needing developer intervention to add them. If Primo's action let each library customize which citation styles they would prefer that would be a huge boost to both Primo's functionality and open standards.

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    Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

    Primo now supports Citation Style Language (CSL).
    You can now manage and include additional citation style languages, which are stored in GitHub’s CSL Style Repository

16. Add IEEE citation style

    For engineering users, they would like to be able to format the bibliographic information into IEEE citation format.

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    Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

    Primo now supports Citation Style Language (CSL).
    You can now manage and include additional citation style languages, which are stored in GitHub’s CSL Style Repository

17. The option to search the contents of My Collection/My Favorites

    Feedback from postgraduate Primo user:
    "I tend to save anything that looks interesting to My Collection, but now there is a lot there. I have arranged into folders, but still it would be useful to be able to search through the collection, rather than having to search the whole library."

    195 votes

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    15 comments  ·  User Functionality  ·  Delete…  ·  Admin →
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    Completed  ·  AdminYael (yael.shahar@clarivate.com, Ex Libris) responded

    Hi,

    This is to update that this feature was released as part of February 2023 release for Primo / Primo VE.

    
    

    Best regards,

    Yael.

18. Add NIH Citation functionality

    We would be interested in adding NIH Citation functionality to Primo (along with AMA and Vancouver).

    6 votes

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    Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

    Primo now supports Citation Style Language (CSL).
    You can now manage and include additional citation style languages, which are stored in GitHub’s CSL Style Repository

19. Searching in Collection Discovery (New UI)

    Searching within a collection (or across collections) would be extremely beneficial to the user experience.

    This is especially true for digital collections that hold a large number of items, or have significant descriptive metadata in the item record.

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    23 votes

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    Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

    Thank you for this suggestion. This was recently released both for Primo and PrimoVE.

20. warning message when unpinning a record from the favorites page

    It would be very useful if upon clicking on the unpin icon in the favorites screen, Primo will display a warning message stating that the user is about to delete the marked record/s.
    Currently, clicking willingly or inadvertently on the unpin icon will immediately and irreversibly delete the record/s.

    116 votes

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    13 comments  ·  User Functionality  ·  Delete…  ·  Admin →
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    Completed  ·  AdminNili Natan (Product Manager, Ex Libris) responded

    Thank you for posting this idea. It is now available with Primo & Primo VE February 2021 release with more improvements were made to the My Favorites.